Dr. Charles Eckhart - Family Wealth Dynamics

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Charles Eckhart. Dr. Charles Eckhart is a Licensed Clinical Psychologist and the co-founder of Cathexis Group. Charles has extensive experience in working with families and individuals of wealth, with a particular dedication to the challenges of the rising generation and generational issues involved with succession planning. Prior to the founding of Cathexis Group, Charles has had numerous academic teaching and training roles in doctoral clinical training programs and maintains a visiting professorship at the Chicago Center for Psychoanalysis. Charles has broad expertise in contemporary psychoanalytic theory and clinical practice, and psychoanalytic views of the challenges of wealth in families and individuals.

Tune in to hear:

  • What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting?

  • What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families? 

  • What does Dr. Eckart mean, exactly, when he refers to family mythology and how might future generations struggle to perpetuate these mythologies at times?

  • What are the psychological complexities of “The Great Wealth Transfer” that are often overlooked in standard industry discussions? 

  • What are some potential signals that an advisor is over their head and that it is time to call in help?

  • What clinical skill set does Dr. Eckhart wish he could impart to listeners of the show?

Links

Connect with Us

Compliance Code: 1904-OAS-7/31/2024